Purchases and Sales Made in Q4 2024 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD FINANCIAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
677New |
$73.7K - $85.4K
|
677
$75.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
658+ 0.86% |
$71.6K - $83K
|
76.9K
$8.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
647+ 5.85% |
$70.4K - $81.7K
|
11.7K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
619New |
$67.4K - $78.1K
|
619
$69.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
618+ 6.84% |
$67.3K - $78K
|
9.65K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
601+ 5.34% |
$65.4K - $75.8K
|
11.9K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
597+ 11.08% |
$65K - $75.3K
|
5.99K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
577+ 9.67% |
$62.8K - $72.8K
|
6.54K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
577New |
$62.8K - $72.8K
|
577
$64.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
536+ 4.98% |
$58.4K - $67.6K
|
11.3K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
536+ 15.27% |
$58.4K - $67.6K
|
4.05K
$452K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
536New |
$58.4K - $67.6K
|
536
$59.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
530New |
$57.7K - $66.9K
|
530
$59.1K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
523+ 9.28% |
$56.9K - $66K
|
6.16K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
513+ 67.32% |
$55.9K - $64.7K
|
1.28K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
510+ 0.31% |
$55.5K - $64.4K
|
163K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
510+ 13.38% |
$55.5K - $64.4K
|
4.32K
$482K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
498New |
$54.2K - $62.8K
|
498
$55.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
481+ 26.16% |
$52.4K - $60.7K
|
2.32K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
481+ 0.94% |
$52.4K - $60.7K
|
51.7K
$5.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
475New |
$51.7K - $59.9K
|
475
$53K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
466+ 4.14% |
$50.7K - $58.8K
|
11.7K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
466+ 24.15% |
$50.7K - $58.8K
|
2.4K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
433+ 0.44% |
$47.1K - $54.6K
|
98K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
428+ 10.99% |
$46.6K - $54K
|
4.32K
$482K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
424New |
$46.2K - $53.5K
|
424
$47.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
409+ 1.91% |
$44.5K - $51.6K
|
21.8K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
405+ 239.64% |
$44.1K - $51.1K
|
574
$64.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
390New |
$42.5K - $49.2K
|
390
$43.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
385New |
$41.9K - $48.6K
|
385
$43K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
380+ 20.03% |
$41.4K - $48K
|
2.28K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
353+ 1.94% |
$38.4K - $44.5K
|
18.5K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
352+ 26.33% |
$38.3K - $44.4K
|
1.69K
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
349+ 0.53% |
$38K - $44K
|
65.9K
$7.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
334+ 2.6% |
$36.4K - $42.2K
|
13.2K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
326+ 6.47% |
$35.5K - $41.1K
|
5.36K
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
321+ 6.2% |
$34.9K - $40.5K
|
5.5K
$614K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
299New |
$32.6K - $37.7K
|
299
$33.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
283+ 9.93% |
$30.8K - $35.7K
|
3.13K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
278+ 6.68% |
$30.3K - $35.1K
|
4.44K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
250+ 9.53% |
$27.2K - $31.6K
|
2.87K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
249+ 1.31% |
$27.1K - $31.4K
|
19.2K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
242+ 0.41% |
$26.3K - $30.5K
|
59.3K
$6.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
240+ 26.49% |
$26.1K - $30.3K
|
1.15K
$128K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
225+ 11.6% |
$24.5K - $28.4K
|
2.17K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
224+ 8.76% |
$24.4K - $28.3K
|
2.78K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
222+ 4.93% |
$24.2K - $28K
|
4.73K
$527K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
222+ 1.19% |
$24.2K - $28K
|
18.9K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
221+ 3.96% |
$24.1K - $27.9K
|
5.8K
$647K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
220+ 10.52% |
$24K - $27.8K
|
2.31K
$258K
|